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Votes
2
list phase under job when printing and invoice
We create one main job to put several small jobs under, ie Small Repairs 2018. We bill these under phases. When printing the invoice it only shows the main job at Small ...by: sheri p. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-4-21 Job Statement
The description cuts off after 25 characters even though there appears to be plenty of room remaining for a longer description. Apparently, it is a locked field so must ...by: Cara T. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
27
New way of handling deposit or prepayment on jobs.
The current process of handing deposit or prepayments on jobs is a bit lacking. It would be nice to see a separate deposits section on progress billings and statements. ...by: Talaena C. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
22
Ability to Edit Progress Billing Gridlines
It seems that our Schedule of Values always needs to be edited after about our 4th progress billing. Would like an easy way to move gridlines around & insert space, grid ...by: Kim G. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
8
AR menu 3-2, option to work on billing information before posting-keep ...
Currently, when you save a record in 3-2, you can't edit the grid information. would like to be able to review the billing & account, sales tax, etc before it's posted & ...by: Kim G. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
Please provide an option for progress billing to exclude "Not ...
We need an option to Exclude "Not Billable" items from coming onto our progress billing invoices. This is in compliance with AIA practices which is why we purchased the ...by: Sierra M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Jobs-Project Address versus Billing Address
We need to have a separate tab for billing address!! We have over 200 projects whose address is different than our "remit to" address. I don't understand how this is ...by: Beth A. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
Deposit total only in reconciliation instead of each check
Manually: When receiving checks from customers, enter them in a "Suspense" account in the CASH accounts range (example: Acct 1098). When making a deposit, make a ...by: Elaine E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Add Field in Vendor for Markup
We bill all customers via T&M. We add a markup % to certain vendors (such as Internet vendors). Currently, we manually go into each job cost record and override the ...by: Brenda V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
3-2 Invoices/credits -NOTEPAD description lines do not print across ...
When printing a description in the grid of 3-2 invoices and credits, you don't get much room. I usually type the detailed description in the notepad and it would print ...by: Jacqueline C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
Hot List preference does not export properly per setup defaults
If you set "Hot List" checked on as default in AR invoices - then post a Progress Bill - the software "unchecks" the hotlist on the AR invoice created from the progress ...by: Greig S. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
23
Need duplicate job names.
We bid jobs to multiple clients and need to use the same job name using different job numbers. We work at hotels and apartment complexes and use the room or apt. number ...by: Jennifer M. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
4
3-9 Unitary Billing- allow editing of scheduled quantity column for ...
Allow editing of scheduled quantity column for first application after saving but before Submitting.by: Jan K. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
add third-party contacts for jobs
We often have a list of 3rd party entities related to a job such as INSPECTOR, ENGINEER, ARCHITECT, LENDER, TITLE COMPANY, etc and don't believe they belong in the Client ...by: Kathy R. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
1
3-1-3 AR Agings should allow users to select more than 1 job
In the Job drop down menu, you can only select multiple jobs with the "In-List" option. It would be beneficial if all options (particularly the "Not equal" option) ...by: Adam C. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
11
Accounts Receivables search invoice amounts
In 3-2, if you use the drop down arrow to search an invoice number, you used to be able to see how much the invoice was for without having to double click to open it and ...by: Marilyn S. | over a year ago | Last activity about a year ago | Status changed over a year ago | Accounts Receivable
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Votes
9
3-5 Contract Amount
Accounting and project management would like to see the contract amount field in 3-5 auto-populate with the amount from the exported proposal plus change orders. ...by: Michele E. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
2
3-10-2 Job Pick List - Reimplement using keyboard alone to select ...
When you go into job pick list, in version 19 you could press F5, then type in job numbers and hit enter twice to select a particular job, then you could type in another ...by: Brenda V. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
Allow user to default to skip entry in the WIP box on the 3-5 screen
the wip box is getting selected instead of the Certified payroll box on accident. There is no option to skip to prevent this from happeningby: Stan B. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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Votes
3
I would like a way to "mark" a customer account to show if they are a ...
Possibly just by changing text color to differentiate from other customers.by: Sheri H. | over a year ago | Last activity over a year ago | Status changed over a year ago | Accounts Receivable
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